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Run: Grant Performance Milestone Tracking Form

Track each grant milestone, due date, evidence file, and reporting status in one reviewable form. Use it to catch missed deliverables early and keep funder r...

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Grant Award Identification

Grant / Award Name (required)

Full official name of the grant as it appears on the award notice.

Grant Award Number / Contract ID (required)

Unique identifier assigned by the funder. Required for OMB Uniform Guidance (2 CFR Part 200) audit trail.

Funding Agency / Foundation Name (required)

Grant Period Start Date (required)

Start date of the current grant performance period.

Grant Period End Date (required)

End date of the current grant performance period.

Reporting Period for This Submission (required)

Select the reporting interval this milestone update covers.

Specify Reporting Period

Submitter Information

Submitter Full Name (required)

Job Title / Role (required)

Work Email Address (required)

Used for submission confirmation and follow-up on incomplete records.

Department / Program Unit (required)

Date of This Submission (required)

Milestone / Deliverable Details

Milestone / Deliverable Number (required)

Reference number as listed in the approved grant work plan or logic model.

Milestone / Deliverable Title (required)

Milestone Description (as stated in approved work plan) (required)

Copy or paraphrase the deliverable language from the approved grant application or award agreement.

Milestone Category (required)

Milestone Due Date (per award agreement) (required)

The deadline as specified in the grant award, work plan, or scope of work.

Quantitative Target (if applicable)

State the numeric or percentage target from the approved performance measures, if applicable.

Completion Status and Progress

Milestone Completion Status (required)

Actual Completion Date

Required if status is Completed On Time or Completed Late.

Estimated Percent Complete (%) (required)

Drag to indicate overall progress toward this milestone.

Actual Result / Performance to Date

State the actual number, rate, or outcome achieved to date against the target.

Progress Narrative (required)

Describe activities completed, challenges encountered, and corrective actions taken. This narrative may be used directly in funder progress reports.

Primary Barrier to Completion (if applicable)

Select all that apply. Leave blank if no barriers exist.

Barrier Detail and Corrective Action Plan

Evidence of Completion

Types of Supporting Evidence Available

Select all evidence types that exist for this milestone, even if not yet uploaded.

Upload Supporting Evidence (optional)

Upload up to 5 files. Accepted formats: PDF, Word, Excel, JPEG, PNG. Max 10 MB per file. Do not upload documents containing unredacted SSNs, financial account numbers, or other sensitive PII.

Evidence File Location (if not uploaded)

If evidence is stored in a shared drive or document management system rather than uploaded, provide the full file path or URL.

Evidence Notes

Funder Reporting Status

Has this milestone been included in a funder progress report? (required)

Date Report Submitted to Funder

Report Submission Method

Funder Feedback or Approval Status

Funder Feedback Notes

Next Funder Report Due Date

Enter the due date for the next scheduled progress report to the funder.

Supervisor Review and Sign-Off

Reviewer / Supervisor Full Name (required)

Reviewer Title (required)

Date of Review (required)

Review Decision (required)

Reviewer Notes

Reviewer Electronic Signature (required)

By signing, the reviewer certifies that this milestone record has been reviewed for accuracy and that supporting evidence is on file per the organization's records retention policy.

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